Easy to enter data by going through questions. Only issue this year was download from brokerage account did not work. It has worked in the past so don't know what occurred with this year's program.
For New York State return, your software said I must efile, then told me I could not efile, leaving me to do outside research to figure out what to do. You gave contradictory instructions!
It would be great for someone to give me a call to discuss. I cannot believe that you did not have the form I needed this year and had to go to another software to do my taxes
Form 8962 is not working correctly. The questions for form 8962 don't allow modification for anything other than then number of dependents filed on the return, even if you have children on your healthcare policy that file separate returns but should still be included on my 8962. Part 1 number one doesn't allow for this modification. If you change the number on the actual form, it prevents e-filing.
I find it very user friendly. The methodical interview process seems to cover all necessary areas and I’m confident return is accurate. The only thing Block should improve is the printing mode. When you print file copy it prints all the work sheets Whether u used theM or not.
Used this software for approx. 15 years. Everything was easy. Only problem was the fact that I worked in New York, but lived in New Jersey - it was always a problem allocating my wages to both of the states. In other words, I was required to file a state return for both states. and the software kept thinking (on the Federal return) that my income was doubled. When I tried to manually override the doubling, the software wouldn't allow it. So I filed anyway, and the IRS always accepted it.